Purchases and Sales Made in Q3 2023 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.2K+ 4.02% |
$11.1M - $11.9M
|
731K
$404M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
28.1K+ 9.58% |
$11.1M - $11.8M
|
322K
$178M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27.3K+ 3.29% |
$10.7M - $11.5M
|
857K
$474M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
27.2KNew |
$10.7M - $11.4M
|
27.2K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
27.2K+ 1.24% |
$10.7M - $11.4M
|
2.22M
$1.23B
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 2.28% |
$10.5M - $11.3M
|
1.2M
$663M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.6K+ 74.65% |
$10.5M - $11.2M
|
62.3K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25.8K+ 8.12% |
$10.1M - $10.9M
|
344K
$190M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
25.5K+ 4.12% |
$10M - $10.7M
|
645K
$357M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
25.3KNew |
$9.94M - $10.6M
|
25.3K
$14M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
25.2K+ 16.1% |
$9.88M - $10.6M
|
181K
$100M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.1KNew |
$9.86M - $10.6M
|
25.1K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
24.8KNew |
$9.72M - $10.4M
|
24.8K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.5K+ 4.06% |
$9.6M - $10.3M
|
627K
$347M
|
|
|
Nov 14, 2023
Q3 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
24.4K+ 21.52% |
$9.6M - $10.3M
|
138K
$76.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
24.4K+ 3.74% |
$9.59M - $10.3M
|
677K
$374M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
24K+ 115.96% |
$9.43M - $10.1M
|
44.7K
$24.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
22.8K+ 5.57% |
$8.93M - $9.57M
|
431K
$238M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
22.4K+ 2323.42% |
$8.8M - $9.43M
|
23.4K
$12.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1K+ 37.84% |
$8.7M - $9.32M
|
80.7K
$44.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
22.1K+ 9.23% |
$8.67M - $9.28M
|
261K
$144M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
22.1K+ 9.23% |
$8.67M - $9.28M
|
261K
$144M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
21.8K+ 62.63% |
$8.55M - $9.16M
|
56.5K
$31.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6K+ 0.66% |
$8.47M - $9.07M
|
3.3M
$1.82B
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
21.1K+ 32.04% |
$8.29M - $8.88M
|
87K
$48.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
20.2K+ 28.98% |
$7.92M - $8.49M
|
89.8K
$49.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
20.1K+ 14.98% |
$7.89M - $8.46M
|
154K
$85.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.1K+ 2.75% |
$7.89M - $8.45M
|
749K
$414M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19.8K+ 2.1% |
$7.76M - $8.32M
|
963K
$532M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
19.7K+ 28.41% |
$7.74M - $8.29M
|
89K
$49.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.1K+ 10.93% |
$7.49M - $8.02M
|
194K
$107M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
18.4KNew |
$7.21M - $7.72M
|
18.4K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18.3K+ 25.11% |
$7.19M - $7.7M
|
91.2K
$50.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
18.3K+ 4.86% |
$7.18M - $7.7M
|
395K
$218M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
18.3K+ 6.37% |
$7.17M - $7.68M
|
305K
$169M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
18.3K+ 4.07% |
$7.17M - $7.68M
|
467K
$258M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.1K+ 22.33% |
$7.1M - $7.61M
|
99.1K
$54.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17.7KNew |
$6.94M - $7.44M
|
17.7K
$9.77M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
17.5K+ 7.71% |
$6.89M - $7.38M
|
245K
$136M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.3K+ 3.93% |
$6.8M - $7.28M
|
458K
$253M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.1K+ 13.62% |
$6.7M - $7.18M
|
142K
$78.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 288.55% |
$6.63M - $7.1M
|
22.7K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
16.8K+ 7.59% |
$6.61M - $7.08M
|
239K
$132M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.2K+ 29.55% |
$6.38M - $6.83M
|
71.2K
$39.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16.2K+ 46.79% |
$6.36M - $6.81M
|
50.8K
$28.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.1K+ 4.57% |
$6.34M - $6.79M
|
369K
$204M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
15.9K+ 15.71% |
$6.24M - $6.68M
|
117K
$64.7M
|
|
|
Jun 20, 2024
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15.8K+ 27.47% |
$6.21M - $6.65M
|
73.3K
$40.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
15.7K+ 1.65% |
$6.15M - $6.59M
|
967K
$535M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4K+ 0.86% |
$6.04M - $6.47M
|
1.79M
$991M
|